Active Customer Accounts

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Restructuring costs

Impairment of long-lived assets

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Twilio

SendGrid is a Denver, Colorado-based customer communication platform for transactional and marketing email. The company was founded by Isaac Saldana, Jose Lopez, and Tim Jenkins in 2009, and incubated through the TechStars accelerator program. As of 2017, SendGrid has raised over $81 million and has offices in Denver, CO, Boulder, CO, Irvine, CA, Redwood City, CA and London.

SendGrid

Twilio, Inc. engages in the development of communications software, cloud-based platforms, and services. It operates through Twilio Communications and Twilio Segments. The Twilio Communications segment includes the platforms Messaging and Voice. The Twilio Segment involves Segment, Engage, Flex, Email, and others. The company was founded by John Wolthuis, Jeffery G. Lawson, and Evan Cooke in March 2008 and is headquartered in San Francisco, CA.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Twilio reports robust Q4 performance amidst macro challenges and growth opportunities

Twilio's Q4 performance showcased strength in the Communications business, while investments in data and applications segments continue for future growth.
Challenges from macro headwinds and operating profitability were acknowledged, emphasizing the need for strategic adaptation and efficiency.
Opportunities lie in international expansion, underpenetrated markets, and leveraging partnerships for customer acquisition and growth.
The company's focus on profitability, operational efficiency, and customer satisfaction sets a positive trajectory for future success and shareholder value creation.

Twilio reports strong Q1 earnings amidst industry headwinds and restructuring

Twilio's Q1 2023 performance showcased strong non-GAAP operating profit results and a focus on rebuilding efforts in communications and data applications.
Despite challenges from industry headwinds and revenue declines, the company remains optimistic about opportunities in authentication, customer engagement, and revenue diversification.
Flex's market positioning and partnerships with SIs are strengths, while navigating through macro headwinds and restructuring impacts pose challenges.
The company's focus on optimizing go-to-market strategies and maintaining customer relationships reflects a resilient approach to evolving market dynamics.

Twilio surpasses Q2 targets, focuses on AI innovation and growth

Twilio's Q2 performance exceeded expectations, showcasing growth, efficiency, and profitability across its business units.
The company's strengths lie in AI innovation, partnerships, automation initiatives, and solid financial metrics like record non-GAAP income and free cash flow.
While facing challenges in margin management and revenue trends, Twilio sees opportunities in international markets, automation, and revenue reacceleration for 2024.

Twilio excels in Q3, eyes AI-driven growth and market leadership

Twilio's strong Q3 performance underscores its market leadership in CPaaS, revenue growth, and profitability, with a focus on customer-centric solutions and strategic partnerships.
While facing challenges in leadership transitions and Data & Applications growth, Twilio remains well-positioned for sustained success through innovation and market expansion.
The company's emphasis on AI-driven automation, customer interaction enhancement, and revenue diversification presents significant growth opportunities and competitive advantages.
Overall, Twilio's solid financials, clear strategic direction, and commitment to customer value creation highlight its resilience and potential for continued market dominance.

Twilio surpasses Q4 targets, focuses on profitable growth strategies

Twilio delivered a strong Q4 performance, exceeding revenue and non-GAAP income targets, driven by the Communications business while addressing challenges in the Segment business.
The company aims for profitable growth, focusing on reducing expenses, improving sales execution, and leveraging its cash position for strategic opportunities.
Twilio's focus on customer engagement through communications, data, and AI positions it as a leader in the industry, with opportunities to drive further growth and innovation.
Despite facing challenges with expenses and operational performance, Twilio's strategic review and focus on profitability signal a commitment to sustainable growth and shareholder value.

Twilio exceeds Q1 revenue, focuses on innovation and profitability

Twilio's strong Q1 performance, focus on innovation and profitability, and strategic investments position it well for future growth. Challenges include external factors like crypto headwinds and international demand softness. Opportunities lie in leveraging AI, expanding globally, and enhancing operational efficiency.

Twilio reports record Q2 revenue and eyes sustained growth

Twilio's Q2 performance reflects financial strength and growth momentum, driven by record revenue and strong cash generation.
While facing challenges in certain segments, Twilio's focus on innovation, partnerships, and customer engagement presents opportunities for future expansion.
Maintaining cost discipline and aligning cash flow with operations will be key for Twilio to sustain its growth trajectory and capitalize on market opportunities.

Twilio surpasses Q3 targets, eyes AI growth and margin expansion

Twilio's Q3 performance exceeded expectations with strong revenue and income growth.
The focus on AI, machine learning, and margin expansion showcases strategic strengths.
Challenges include stagnant segment revenue and meeting increased cash flow targets.
Opportunities lie in innovation, market expansion, and leveraging success stories for growth.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Gilead Sciences

Horizon Kinetics Spac Active ETF

Snap

Twilio, Gilead Sciences, Snap and Spartan Energy Acquisition are our top stock trades to watch on Monday. And here's why.

4 Top Stock Trades for Monday: TWLO, SNAP, SPAQ, GILD

This cloud specialist could step on the gas after its latest move.

A Hot Growth Stock to Buy This Earnings Season

Splunk

Zendesk

Growth investing strategies have outperformed value investing over the last several years, on account of slower economic growth and low-interest rates, which have made investors pay a premium for growth sectors such as technology and health care. The trend has accelerated this year, due to the.

Twilio, Zendesk, 2U, Splunk: Hyper-Growth Stocks Still A Buy?

Twilio's Next Act: Expanding Product To Unlock TAM

Twilio (TWLO) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Earnings Preview: Twilio (TWLO) Q3 Earnings Expected to Decline

Twilio - Moving Into Another 'Segment'

Twilio's share price has seen a parabolic rise in 2020.

The 5 Reasons I'm Still Long Twilio

Twilio Inc (NYSE: TWLO) announced Monday it has entered into a definitive agreement to acquire Segment for approximately $3.2 billion in a stock deal. The transaction is expected to close in the fourth quarter.

Rosenblatt Upgrades Twilio After Segment Acquisition

The cloud-based communication services provider will expand its ecosystem with Segment's customer data platform.

Twilio Expands Its Ecosystem With a $3.2 Billion Acquisition

Twilio (TWLO) saw a big move last session, as its shares jumped nearly 8% on the day, amid huge volumes.

Twilio (TWLO) Jumps: Stock Rises 7.7%

The pandemic has forced businesses to change the way they interact with customers. Whether it’s how they deliver goods and services, or how they communicate, there is one common denominator, and that’s that everything is being forced to be digitally driven much faster.

Twilio’s $3.2B Segment acquisition about helping developers build data-fueled apps

Twilio (TWLO) stock is on the rise Monday following merger and acquisition (M&A) news that it's acquiring Segment for $3.2 billion. The post M&A News: Twilio Stock Jumps 8% on $3.2 Billion Segment Buy appeared first on InvestorPlace.

M&A News: Twilio Stock Jumps 8% on $3.2 Billion Segment Buy

Twilio Inc. (TWLO) Twilio Signs Definitive Agreement to Acquire Segment (Transcript)

The communications tech company is scooping up customer-data platform Segment.

Why Twilio Stock Jumped Today

The deal will significantly increase the company's already sizable market opportunity.

Twilio Stock Climbs on Acquisition of Segment for $3.2 Billion

An announcement that Twilio Inc. (NYSE: TWLO) would be making a multibillion-dollar acquisition lifted shares on Monday.

What Twilio Gets With This Segment Acquisition

Trade Desk

Zynga

Some stocks that have been flying high in 2020 are still strong investments.

Got $1,200? Here Are 3 Hot Stocks to Buy Now

Hello and welcome back to Equity, TechCrunch’s venture capital-focused podcast where we unpack the numbers behind the headlines.

Equity Monday: Twilio buys Segment

Twilio stock rose on the purchase of Segment, a specialist in digital customer data collection, for $3.2 billion. The deal positions Twilio versus Salesforce and Adobe, one analyst said.

Twilio Surges As Acquisition Prepare It For Battle With Salesforce, Adobe

In an announcement on Monday, Twilio Inc. (NYSE: TWLO) said it will acquire Segment (customer data infrastructure company) for £2.46 billion in Twilio Class A common stock. The transaction is likely to be completed before the start of 2021.

Twilio to acquire San Francisco-based Segment for £2.46 billion

Twilio (NYSE: TWLO) shares were trading higher premarket Monday after the company confirmed the acquisition of Segment, a customer data platform, for $3.2 billion in Twilio stock. The transaction is expected to close during the fourth-quarter of Twilio’s fiscal 2020, which ends Dec. 31.

Twilio Buys Customer Data Firm Segment In $3.2B Deal

The deal is expected to close by the end of the year.

Twilio stock jumps in premarket on $3.2 billion Segment acquisition

Cloud communications platform provider Twilio Inc said on Monday it would buy customer data platform Segment for $3.2 billion in an all-stock deal.

Twilio to buy cloud customer data startup Segment for $3.2 billion

Shares of Twilio Inc. jumped 4.5% toward a record high in premarket trading Monday, after the communications software company announced a deal to buy customer data platform company Segment in a $3.2 billion stock deal.

Twilio's stock jumps toward a record after $3.2 billion deal to buy Segment

Twilio today announced its biggest acquisition to date, spearheading a strong move into customer data management alongside its existing API-based tools for building and running customer communications services. Twilio is paying $3.2 billion “in Twilio Class A common stock, on a fully diluted and cash free, debt free basis” to acquire Segment, a marketing technology […]

News for Twilio Stock (TWLO)